Semiconductor Industry

OpenAI, Synopsys team up to build GPT model for AI-powered chip design

Under the multi-year agreement, the companies will jointly develop and deliver GPT-Synopsys, combining OpenAI's frontier AI capabilities with Synopsys' EDA tools and chip design expertise.

India semicon ecosystem needs more research-industry ties: S'pore official

India's semiconductor ecosystem is taking shape at an accelerated pace and could attract greater international attention in the next three to five years, but the country would benefit from an umbrella agency to help translate research into industry, a senior Singapore semiconductor R&D official has said. Navab Singh, Deputy Executive Director (Research) at the A*STAR Institute of Microelectronics, said Indian institutions such as the IITs and the Indian Institute of Science (IISc) Bangalore are investing in semiconductor research and training manpower, while companies such as Tata Electronics are driving investments in the sector. "We see government-led momentum picking up in developing the semiconductor industry, with research institutions such as the Indian Institutes of Technologies (IITs) and the Indian Institute of Science (IISc) Bangalore investing in semiconductors and training manpower," Singh said in an interview with PTI. A*STAR IME is working with IIT Kharagpur on ...

Statsguru: India's chip aspirations face funding gap despite policy push

India ranks third in semiconductor firm registrations, but weak funding, R&D spending and a widening trade deficit remain concerns

Electronics demand, policy support driving India's semiconductor play: BCG

The growing consumption of electronics in India, coupled with government support through incentives, and a shift in global semiconductor supply chains, are creating a strong opportunity for the country to build a domestic chip ecosystem, Boston Consulting Group (BCG) Managing Director and Partner Ankush Wadhera has said. On the AI safety debate he said recent discussions around responsible AI development are important "to keep things in check", but does not see them slowing development or casting a shadow on the semiconductor sector demand. "The recent discussions, conversations are good speed-breakers but they are not stop signs, so I don't see this stopping," he told PTI. Wadhera expects the AI boom to continue driving demand for GPUs, compute and memory, and argues that the semiconductor-AI linkage will grow, not weaken. He said a combination of multiple factors are driving investments beyond fabs and assembly units into the wider semiconductor value chain here, and described th

Aether Industries rallies 9%; stock up 109% thus far in CY2026

Crisil Ratings on Aether Industries: Analysts believe that with continuous capacity additions and subsequent ramp-up, the overall growth trend is expected to remain strong over the medium-term.

India's $200 billion chip opportunity hinges on ecosystem depth: Report

An EY-IESA report says India's next semiconductor phase will depend less on adding factories and more on building suppliers, advanced packaging, R&D, specialised talent and domestic demand

Unimech soars 7%, up 144% from Mar low; what's driving this defence stock?

Unimech Aerospace: The stock price of the aerospace & defence company quoted higher for the third straight trading day, surging 12 per cent during the period.

Lam Research India looks to source locally for new silicon ingot: Raghavan

Last week, Lam Research India announced its plan to invest ₹10,000 crore in India

Tessolve in talks to acquire two firms, eyes $500 mn revenue in 3-4 years

Semiconductor engineering services firm Tessolve, a Hero Electronix venture, is in active talks to acquire two more companies -- one based in the US and another in India -- as it targets annual revenue of over USD 500 million (about Rs 4,700 crore) within the next three to four years, its Co-Founder and Chief Executive Officer Srini Chinamilli said. "We are in active talks with some companies we have not yet announced... We are talking to one company in the US, and there is one local (Indian) company as well," Chinamilli told PTI in an interview, without naming the companies involved. One of the deals is expected to close in the next couple of months, while the other is likely to be completed by the end of the current fiscal year, he said. Most of Tessolve's acquisitions are aimed at adding capabilities or geographic presence the company does not already have, rather than purely boosting revenue, Chinamilli said. Its most recent acquisition, Germany-based chip design firm Dream Chip

Chip majors beeline at Semicon India to build ecosystem with local talent

Semicon India 2026 attracted huge participation from global semiconductor players looking to collaborate and expand their presence in India by leveraging skilled local talent and supportive central and state government policies. Lithographic equipment major ASML, which has a presence only in semiconductor-producing nations, has set up an office in India and expressed optimism that more of its customers are expected to enter India. ASML Chief Strategic Sourcing and Procurement Officer Allan Wayne said Tata Electronics is the first customer in India to have a 300-millimetre semiconductor fab with production capacity of 50,000 wafers per month. "If we're going to be scaling this up, we need to be able to build many fabs here. This is why we are very confident in what we see here now with the policies coming from Prime Minister Narendra Modi and his team for the ecosystem and, of course, the great talent that we see in India," he said. According to industry experts, no chip in the worl

Vaishnaw cautions industry on cyberattacks, threats to India's chip rise

India's growing semiconductor heft could be seen as a "threat" by established interests in the global chip value chain, and the industry must guard against cyberattacks and other disruptions from those opposed to the country's rise, Minister for Electronics and IT, Ashwini Vaishnaw, has said. In an interview to PTI, Vaishnaw said he has cautioned the industry in clear terms to keep a constant vigil as India is now emerging as a country that has the capability to design and manufacture chips, a position that will "obviously" be seen as a threat by many other established interests. "We have to continuously be watchful of the potential geopolitical risks which will arise because India is now emerging as a country which can design and manufacture chips. Obviously that will be seen as a threat by many other established players," he said. As many countries look to India as a trusted partner and develop and manufacture their products here, the Minister said India cannot afford to take its

Chip majors beeline for Semicon to build wider ecosystem with Indian talent

Semicon India 2026 attracted huge participation from global chip industry companies looking to collaborate and expand their presence in India by leveraging skilled local talent and supportive central and state government policies. Lithographic equipment major ASML, which has a presence only in semiconductor-producing nations, has set up an office in India and expressed optimism that more of its customers are expected to enter India. ASML Chief Strategic Sourcing and Procurement Officer Allan Wayne said Tata Electronics is the first customer in India to have a 300-millimetre semiconductor fab with production capacity of 50,000 wafers per month. "If we're going to be scaling this up, we need to be able to build many fabs here. This is why we are very confident in what we see here now with the policies coming from Prime Minister Narendra Modi and his team for the ecosystem and, of course, the great talent that we see in India," he said. According to industry experts, no chip in the wo

IIT Bombay to partner with industry for new semiconductor design course

The proposed Electronic Design Automation programme will rely heavily on industry executives in its initial phase as academia struggles to keep pace with rapidly changing chip-sector skill requirement

IDTA committed $3 billion to deep-tech startups: Chair Arun Kumar

IDTA members have committed $3 billion to deep-tech startups, with $250 million invested so far, as investors seek to strengthen India's deep-tech ecosystem

Chips packaged in India already competitive on global scale: Vaishnaw

Ashwini Vaishnaw says the proposed institute will develop a multi-level skilling model, while Semicon 2.0 will shift focus from chip design towards system design

India's semicon opportunity goes beyond chip design: Celesta Capital

Sriram Viswanathan says packaging, power electronics and intellectual property offer new opportunities as India builds a deeper semiconductor ecosystem

Semiconductor sector now ranks third globally in profits, says SEMI CEO

Ajit Manocha says India must accelerate semiconductor development, build strategic capabilities, strengthen STEM education and develop talent for the next growth phase

India has a once-in-a-generation semiconductor demand window: Infosys SVP

India is witnessing a "once-in-a-generation demand window" in the semiconductor market and must transition from "Engineered in India" to "Invent in India" by taking ownership of complete systems and products, Infosys Senior Vice President Vikram Meghal said on Friday. Speaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial intelligence (AI), geopolitical supply chain challenges, and a transition from Moore's Law towards system-level scaling. "AI data centre spend is projected to reach USD 6.7 trillion in the next few years, and 50 per cent of that spend is going to be compute, memory, and networking chips," Meghal said, adding that the industry is seeing a shift where the workload is now driving how chips are designed, rather than the chip driving the workload. He identified three major demand fronts for the country: Made for India, Engineered in India, and Invent in India. Under "Made for India", Megha

Nexperia to partner with Tata on chip production, packaging in India

Nexperia will work with Tata Electronics on semiconductor production and packaging in India

India's semiconductor roadmap strong with Semicon 2.0: Tata Electronics CEO

India's semiconductor journey looks "strong", with policy stability under Semicon 2.0 providing important continuity in the roadmap for the industry, Tata Electronics' CEO and Managing Director Randhir Thakur has said. As India races to secure a foothold in the high-stakes global semiconductor industry, Tata Electronics - a key player - is building India's first commercial semiconductor fab in Dholera, Gujarat, and the first indigenous semiconductor assembly and testing facility in Jagiroad, Assam, with a combined investment of USD 14 billion, to serve global customers across critical sectors. "In our business, it is about continuity, and semiconductor is a roadmap-based journey. It is really very encouraging to see that after Semiconductor 1.0 scheme, the government has come up with Semiconductor 2.0...so that continuity, that roadmap is very important. We believe that in this business, as we generate the cash flow, we will always be investing and continue on this," Thakur told PTI